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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$2.27M -$442K -5,849 -17%
BSB
102
Bangor Savings Bank
Maine
$2.25M -$75.8K -1,004 -3%
FI
103
Financial Insights
Washington
$2.24M -$326K -4,314 -13%
SCA
104
Snowden Capital Advisors
New York
$2.22M -$107K -1,420 -5%
EH
105
Equitable Holdings
New York
$2.2M -$388K -5,133 -15%
CAMV
106
Concord Asset Management (Virginia)
Virginia
$2.17M +$232K +3,075 +12%
SW
107
SVB Wealth
Massachusetts
$2.11M +$592K +7,833 +41%
WP
108
WealthSource Partners
California
$2.09M -$247K -3,271 -11%
CWM
109
Cornerstone Wealth Management
Missouri
$2.08M +$2.01M +26,623 New
CCA
110
Childress Capital Advisors
Texas
$2.07M -$168K -2,219 -8%
PWLP
111
Prio Wealth Limited Partnership
Massachusetts
$2.06M – – –
IWC
112
Integrated Wealth Concepts
Massachusetts
$2.05M +$205K +2,710 +11%
JMFC
113
J.M. Forbes & Co
Massachusetts
$2.05M -$419K -5,551 -17%
EAM
114
Erste Asset Management
Austria
$2.02M +$1.99M +26,351 New
DL
115
DOHJ LLC
Washington
$2M -$105K -1,390 -5%
UCIG
116
Ulrich Consultants & Investment Group
New Mexico
$1.93M – – –
AF
117
Allworth Financial
California
$1.9M +$159K +2,105 +9%
HH
118
Hilltop Holdings
Texas
$1.84M -$306K -4,047 -15%
AAS
119
Avantax Advisory Services
Texas
$1.83M -$564K -7,463 -24%
CI
120
CX Institutional
Indiana
$1.82M – – –
IFWM
121
Institute for Wealth Management
Colorado
$1.74M +$18K +238 +1%
MM
122
Main Management
California
$1.73M -$188K -2,493 -10%
BAAM
123
Baker Avenue Asset Management
California
$1.69M +$436K +5,768 +36%
VC
124
Vicus Capital
Pennsylvania
$1.68M +$6.35K +84 +0.4%
SWM
125
Spire Wealth Management
Virginia
$1.66M +$1.46M +19,266 +928%